Junior Achievement Usa Health And Welfare Benefit Trust — Form 5500 plan (Junior Achievement, Usa)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Junior Achievement Usa Health And Welfare Benefit Trust is a benefit plan reported by Junior Achievement, Usa under EIN 84-1223492 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,526 participants and $7,337,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Junior Achievement, Usa
- EIN
- 84-1223492
- Plan number
- 503
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 1,526
- End-of-year plan assets
- $7,337,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,526 | H, C | 20250206133032NAL0012076769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,337,928
- Total liabilities (EOY)
- $727,033
- Net assets (EOY)
- $6,610,895
- Net assets (BOY)
- $5,107,639
Income & contributions
- Employer contributions
- $10,380,166
- Participant contributions
- $370,226
- Total contributions
- $10,750,392
- Total income / additions
- $11,356,611
Expenses & distributions
- Benefits paid
- $9,200,992
- Administrative expenses
- $652,363
- Total expenses
- $9,853,355
- Net increase / (decrease)
- $1,503,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSOR | $343,896 | $0 | 2023 |
| Peak Advisory Consulting LLC | NONE | $93,450 | $0 | 2023 |
| Cigna Health And Life Insur Co | CLAIM ADMINISTRATION | $68,521 | $0 | 2023 |
| Mercer Health & Benefits LLC | BROKER | $45,831 | $0 | 2023 |
| Forvis Mazars Llp | AUDITORS | $29,250 | $0 | 2023 |
| Hub International Great Plains | NONE | $15,750 | $0 | 2023 |
| Cognizant Technology Solutions | NONE | $13,953 | $0 | 2023 |
| West Health Advocate Solutions Inc | NONE | $6,312 | $0 | 2023 |
| Eyemed Vision Care | CLAIMS PROCESSOR | $5,040 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Junior Achievement, Usa
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- United Healthcare Services, Inc. — Schedule C compensation
- Peak Advisory Consulting LLC — Schedule C compensation
- Cigna Health And Life Insur Co — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation
- Hub International Great Plains — Schedule C compensation
- Cognizant Technology Solutions — Schedule C compensation
- West Health Advocate Solutions Inc — Schedule C compensation
- Eyemed Vision Care — Schedule C compensation